Add renaming Rule for Investment action based on Memo

I need automation for batch processing for Investment transactions to make specific changes to investment action type based on Memo content
also, make other batch changes or replacements based on specified condition
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  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Find/Select by memo already exists, so what you're asking is to change the Investment Action in a Find/Replace.
    I strongly suspect that such would be a HORRENDOUS effort, with only you calling for such change.
    I doubt it will happen.  And I'd vote against it if I could.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • UKR
    UKR SuperUser ✭✭✭✭✭
    mikek753b said:
    I need automation for batch processing for Investment transactions to make specific changes to investment action type based on Memo content
    also, make other batch changes or replacements based on specified condition
    Could I trouble you to "make a business case" for this change request? What specific situation do you encounter so frequently that you need to batch-change investment transactions? What are these transactions about and why do you need to make changes? Some examples would be helpful.

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    UKR said:
    Could I trouble you to "make a business case" for this change request?
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • mikek753b
    mikek753b Member ✭✭
    extra info

    one of brokers doesn't export transactions correctly, where ReinvDiv exported as Buy with Memo as Earnings
    I need a way to change all Transactions with Memo Earnings from Buy to ReinvDiv

    all transactions for this case have to be ReinvDiv , but comes as Buy with Memo as Earning
    so, I'm looking a way to automate it somehow instead make change for each transaction in quicken manually, very time consuming
    while some transactions are real Buy and Memo is empty, that is only way I know which is which
  • mikek753b
    mikek753b Member ✭✭
    > @UKR said:
    > Could I trouble you to "make a business case" for this change request? What specific situation do you encounter so frequently that you need to batch-change investment transactions? What are these transactions about and why do you need to make changes? Some examples would be helpful.

    hello,

    I updated this post https://community.quicken.com/discussion/7902144/how-to-change-investment-action-based-on-memo-value
    with details and examples

    please, let me know if more details are needed

    I'm looking at Quicken as real analytical tool that should help for finance and assets analyzes, forecast, planning, guidance on top of "plain" on-line download bank transactions
    as result ability to use my Quicken data / DB with User defined rules to manipulate "my" / User data is normal functionality for modern analytical tool
    this can differentiate Quicken from other solutions in this area big time IMHO
    also, it will close some gaps vs CFP tools, I've used many and no tool so far provides 360 functionality for me
    it's above current topic - let me know directly if anyone on Quicken side would like to talk to me for this matter

    thanks